People's United Advisors, Inc., based out of Bridgeport, CT, is a prominent regional investment advisory firm. With a portfolio of over 1,130 individual clients, they oversee an impressive $1,423,735,000 in assets under management. Boasting 44 offices, People's United Advisors offers a wide-reaching network of personalized financial guidance.
While they specialize in managing high net worth individuals' assets, they also possess the expertise to handle employer funds, although such accounts constitute less than 30% of their assets under management. The firm prides itself on discretion, with 98% of the assets they manage being under their discretionary control.
People's United Advisors' compensation structure caters to diverse client needs. It includes various methods such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures that clients can choose the arrangement that best aligns with their financial goals.
Comprising a total of 53 dedicated employees, the firm's team includes 27 investment advisors who provide expert guidance and counsel. Each investment advisor at People's United Advisors manages an average of approximately $52,730,000 in assets under management, on par with the industry average.
The firm values experience and stability, as demonstrated by their long-serving advisors. Notable among them are Kelly Kimball, Amy Mayhew, and Jarrod Imatani, who have consistently provided trusted advice to their clients over the years. Through their comprehensive range of services and seasoned team, People's United Advisors, Inc. strives to empower their clients and help them achieve their financial objectives.